See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,814 | $56,053-46.8% | $75,972-60.8% | $80,856-63.1% |
| Participation rate | 59.0% | 62.0%-3.1pp | 69.1%-10.1pp | 67.6%-8.7pp |
| Annual return | 22.50% | 20.53%+2.0pp | 359.55%-337.0pp | 35.59%-13.1pp |
| Employer contribution / active EE | $3,247 | $1,874+73.3% | $2,685+21.0% | $2,755+17.9% |
| Participant deferral / active EE | $4,800 | $3,052+57.3% | $4,255+12.8% | $4,296+11.7% |
| Admin fee / account holder | $832 | $5,234-84.1% | $6,467-87.1% | $6,918-88.0% |